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HMRC internal manual

Tax Credits Manual

From
HM Revenue & Customs
Updated
, see all updates

How to amend the effective date of a pre-award claim

Step 1

If you are not dealing with a work list item, go to .

If you are dealing with a Verification Failures work list item, go to .

If you are dealing with an Incomplete Applications work list item, go to .

Step 2

Note: When amending the effective date of a claim, the received date must always be at least one day after the effective date, and you can never backdate more than 31days.

On the ‘Function Menu’

  • select ‘Application’ on the toolbar
  • select ‘Capture Current’ from the options available. You’ll be taken to the ‘Key Entry Data - Applicant’ screen
  • enter the customer’s NINO
  • select ‘OK’. You will be taken to the ‘Applicant 1’ screen
  • select ‘Sm’ on the toolbar. You will be taken to the ‘Summary Information’ screen’
  • enter the new effective date in the ‘Application Effective Date’ field
  • select ‘OK’. You have amended the effective date of the pre-award claim.

Step 3

On the ‘Maintain Worklist’ screen

  • select the work list item you are working
  • select ‘File’ on the toolbar
  • select ‘Next Function’ from the options available. You will be taken to the ‘Select Next Function’ screen
  • select ‘Manage Ver Failures’ from the options available. You will be taken to the ‘Manage Verification Failures’ screen
  • select ‘Navigate’ on the toolbar
  • select ‘Amend Applications Corrections’ from the options available. You will be taken to the ‘Applicant 1’ screen
  • select ‘Sm’ on the toolbar. You will be taken to the ‘Summary Information’ screen
  • enter the new effective date in the ‘Application Effective Date’ field
  • select ‘OK’. You have amended the effective date of the pre-award claim.

Step 4

On the ‘Maintain Worklist’ screen

  • select the work list item you are working
  • select ‘File’ on the toolbar
  • select ‘Next Function’ from the options available. You will be taken to the ‘Select Next Function’ screen
  • select ‘Capture Application’. You will be taken to the ‘Applicant 1’ screen
  • select ‘Sm’ on the toolbar. You will be taken to the ‘Summary Information’ screen
  • enter the new effective date in the ‘Application Effective Date’ field
  • select ‘OK’. The ‘Process Application’ screen will display with the message ‘The information captured is incomplete. This application will be rejected’
  • select ‘Store’, unless you are told otherwise in the guidance you are following. You have amended the effective date of the pre-award claim.